THE RUNDOWN

The AI industry finally got its values test. Not a safety blog post. Not a Ted Talk. An actual government ultimatum — and two of the biggest AI companies in the world answered it differently.

Meanwhile, the job market quietly confirmed what most people have already been feeling in their gut: it was softer last year than the headlines let on, and it's getting softer now.

The people choosing not to wait around for it to fix itself are making interesting moves.

Let’s dive in.

🤖 ARTIFICIAL INTELLIGENCE
The government just picked its AI winners. The market disagreed.

Anthropic said no. Then Claude hit #1 on the App Store.

Defense Secretary Pete Hegseth gave Anthropic an ultimatum: allow Claude to be used for "all lawful purposes" — which meant fully autonomous weapons and mass domestic surveillance of American citizens. Anthropic declined on both counts, arguing that today's AI isn't reliable enough for autonomous weapons and that mass surveillance is a fundamental rights violation.

Trump responded by banning federal agencies from using Anthropic's products entirely. Hegseth designated the company a "supply chain risk" — the first time in U.S. history that label has been applied to an American company.

And then, within days, Claude hit #1 on the App Store. Losing a $200M government contract and gaining a million users is not how these things are supposed to work. (Yes, really.)

OpenAI took the contract. Then said it got the same restrictions Anthropic fought for.

Hours after Anthropic's blacklisting, OpenAI announced its own Pentagon deal. Here's where it gets interesting: OpenAI claimed the agreement includes the same two limits Anthropic had demanded — no mass domestic surveillance, no fully autonomous weapons — while also agreeing to the "any lawful use" standard Anthropic rejected.

MIT Technology Review called it a "compromise." Critics called it a contradiction. Legal experts flagged it as unprecedented territory for U.S. government-business relations.

Whether OpenAI actually held the line or just repackaged the same terms with better PR is the question the next six months will answer.

60% of companies cut headcount "because of AI." Only 2% actually implemented AI.

A Harvard Business Review survey of 1,006 global executives found that 60% of organizations have already reduced headcount in anticipation of AI's future impact. Just 2% tied those cuts to actual AI implementation.

The gap between those two numbers is doing a lot of work: companies are using "AI" to justify reductions that are really about overhiring corrections and soft demand — because "AI" sounds better to investors than "we grew too fast in 2022." A follow-up study found 55% of those CEOs already regret it. Make it make sense.

📊 JOB MARKET
The data in the job market report finally caught up to what everyone was already feeling.

The January jobs report was soft — and 2025 was worse than we thought.

Payrolls added 130,000 jobs in January, with unemployment ticking up to 4.3%. That's the headline number.

The more useful data came from Indeed Hiring Lab, which revised its 2025 figures downward — meaning last year was harder for job seekers than the original reports made it look. The cooling isn't new. It just now has an official timestamp on it.

LinkedIn's fastest-growing jobs list is basically a map of where the money is moving.

LinkedIn's Jobs on the Rise 2026 report puts AI engineers, consultants, data annotators, and founders at the top of the growth list. Skip the "should I become an AI engineer" debate.

The more useful read: this is where companies are actually allocating headcount right now. If you're adjacent to any of these categories and haven't updated how you position yourself, the opportunity isn't gone — it's just going to someone else.

Glassdoor just named the new normal: "forever layoffs."

Glassdoor's Worklife Trends 2026 report put a name to what a lot of people have been experiencing — rolling, ongoing cuts that have become a standard operating tool rather than a crisis response. The report also flagged a widening gap between what employees believe about their job security and what leadership actually thinks.

The word "stable" is doing less and less work in corporate America. The workers most exposed are the ones who haven't noticed yet.

🧭 MAKING MOVES
While everyone waited, some people just left.

180,000 Americans moved abroad last year. The driver isn't vibes — it's math.

Photo by Alicia Razuri on Unsplash

Americans are relocating overseas at rates not seen since 1935. At least 180,000 left in 2025, and the primary engine is remote work combined with basic arithmetic: keep the U.S. salary, cut the U.S. cost of living.

Portugal, Thailand, Mexico, Ireland — the destination is almost beside the point. The logic is earn in a strong currency, spend in a cheaper one. What used to be a lifestyle flex has quietly become one of the more straightforward wealth-building moves available to anyone with a remote-capable income.

6.5 million Americans switched careers last year. LinkedIn calls it a 40% surge.

Post-pandemic career transitions are up 40% according to LinkedIn data, with 6.5 million Americans changing occupations in the past year alone. The approach that's actually working: transitioning while still employed, using the current paycheck as runway while building toward the next thing.

Not glamorous. Not a clean break. Just a bridge — built while crossing it. The data suggests it beats the leap-and-figure-it-out method by a wide margin.

Fractional C-suite roles have tripled since 2018 — and desperation isn't the driver.

Forbes reports that senior professionals are increasingly running two, three, or four part-time engagements simultaneously rather than returning to a single full-time role after a layoff or exit. The common assumption — that fractional work is what you do when you can't land a "real" job — is wrong.

The data shows autonomy is what's pulling people in: multiple clients, multiple income streams, no single point of failure. That's a risk profile a lot of people are choosing on purpose.

🐝 TRY THIS
While everyone waited, some people just left.

180,000 Americans moved abroad last year. The driver isn't vibes — it's math

If you're remote-capable, here's a concrete 20-minute exercise. Take your current hourly rate or monthly salary equivalent and plug your city into Numbeo's cost of living comparison tool.

Compare against Lisbon, Medellín, and Chiang Mai — three of the most common landing spots for remote professionals.

For most U.S.-based workers, the number that comes back is somewhere between 40-65% — meaning you could maintain your current standard of living on less than two-thirds of your income.

That gap is real money. Even one or two months abroad pressure-tests the model without requiring you to commit to anything permanent.

📖 WORTH READING
Three things worth your time this week.

Worrying about getting old is literally making you age faster. An NYU study found women with aging-related anxiety showed measurably accelerated epigenetic aging — your mindset about aging manifests at the cellular level. The feedback loop runs both directions.

Astronomers just confirmed that spinning black holes twist spacetime itself. A 100-year-old Einstein prediction, directly observed for the first time. The visual of what "frame-dragging" actually looks like is genuinely difficult to process.

RTO is a generational preference, not an organizational truth — and the data backs it up. An NBER study of 8,000 workers found employees at companies founded after 2015 work from home nearly twice as often. The bosses pushing RTO are aging out. The clock is just running slowly.

📖 THE ONE THING
Why I spend six months a year outside the U.S. — and what the math actually looks like.

I spend at least six months a year outside the U.S. — same clients, same work, same income.

Nobody takes geographic arbitrage seriously as a financial strategy because it gets bundled in with digital nomad content and laptop-on-a-beach aesthetics.

Strip that away and what you're left with is simple: if you can earn in dollars and spend in a currency that goes twice as far, you are building wealth faster than almost any other lever available to you. The math is not complicated.

Most people just haven't run it yet.

🪞 REAL OR BLACK MIRROR
One of these is a news story. One is fiction. Can you tell which?

Story A: The U.S. government designates an American tech company a "national security supply chain risk" — the first time in history that label has been applied to a domestic company — after it refuses to allow its AI to be used for autonomous weapons and mass surveillance of American citizens.

Within 48 hours, a competitor steps in, signs the contract, and claims it secured the same ethical restrictions the first company was punished for demanding. Both stories run on the front page.

Story B: A mid-level compliance officer at a government contractor discovers her company's AI has been quietly flagging employees for termination based on productivity scores she didn't know existed.

When she tries to report it, the system flags her too. Her manager — also an AI — sends her a calendar invite titled "Performance Conversation" for the following Monday.

She spends the weekend trying to prove she's not a liability to a system that doesn't take meetings.

Scroll down for the answer.

 

 

Story A is real. Story B is fiction. Although if you work in a large company right now, Story B might feel uncomfortably close to a Tuesday.

Recommended for you